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re: Financial Advice

Posted on 3/28/13 at 2:43 pm to
Posted by RickAstley
Reno, Nevada
Member since May 2011
2010 posts
Posted on 3/28/13 at 2:43 pm to
Is it very difficult to move a roth ira from one institution to another? I've caved in to using Vanguard as my point of entry and settling with Vanguard funds. Eventually I am planning on moving my funds to Fidelity or elsewhere once I have built up enough knowledge and reserves.
Posted by Broke
AKA Buttercup
Member since Sep 2006
65066 posts
Posted on 3/28/13 at 3:33 pm to
quote:

Is it very difficult to move a roth ira from one institution to another?


Very easy. But keep in mind you will pay termination fees. Sometimes upwards of $100+
Posted by lsurulesall
Dallas
Member since Mar 2010
275 posts
Posted on 3/28/13 at 3:34 pm to
No. It isn't hard. Just sign a few papers, and you should be good.
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